Moroni Schwab

About Moroni Schwab

High-performing Customer Success leader who influenced $2.75M in expansion revenue while preserving $7M in ARR through strategic account management and business-outcome focus. Over a decade in the tech industry, focused on driving client retention and revenue growth. I leverage my background in marketing to enhance customer engagement and cross-functional collaboration, delivering significant business value.Demonstrated history of leading teams in retention and growth of large customers of B2B SaaS Tech companies: Attained 140% Net Revenue Retention, achieving $2.75M in upsells on a $7M book of business. Increased team renewal rate from 75% to 90% over six quarters at Domo. Managed a $14M ARR team, surpassing 85% customer renewal target. Developed product portfolio strategies that drove pipeline growth and client satisfaction. MVP for top performance in customer success roles.With a keen focus on customer business growth as the primary driver for renewal and company revenue growth, I lead teams to over-achieve targets in NRR, GRR, upsells, and long-term contracts:»» 5 years of team management experience, consistently training and mentoring teams to increase their numbers. Experience hiring, firing, training, and mentoring.»» Talent for building relationships and working with cross-functional teams to help customers maximize the value of current products and see the vision and potential for additional products.»» Voice of the customer advocating for user-aligned product suite and seamless user experience /post-sale experience.Tech Stack: Salesforce | Gainsight | Tableau | Domo | Google Workspace | Microsoft Office 365Skills:Customer Success Management | Strategic Planning | Team Leadership | Revenue Growth | Product Adoption | Client Relationship Building | Upsell Strategies | Data-Driven Decision Making | Renewal Rate Optimization | Cross-Functional Collaboration | Customer Engagement | Process Improvement | Contract Negotiation | Account Management | Risk Identification | B2B SaaS | Software Adoption | Technical Account Management | Customer Engagement | Customer Lifecycle | Segmentation | Structured Engagement | QBRs | Communication & Presentation Skills | Strategic Planning | Relationship Building | Data-driven Decision Making | Cross-functional Collaboration

Experience

1. Customer Success Executive

   Okta

   Apr 2023 — Present · Lehi, UT, US

   Drive growth and retention for major enterprise clients (up to $3M) for cloud-based access management professional services company. Partner with sales and product teams to educate customers on new offerings and drive upsell revenue.• Consistently overachieved revenue and retention targets- 130% of MBO target | 125% NRR target |$1.75M+ in upsells on $7M book of business | 20•••07% of MBO target | 99% renewal rate on 88.4% target | 180% CIC activation | 2023 • Systematized annual product portfolio overview process with each account to do a deep dive on product portfolio, educate on new product offerings, and demonstrate value ahead of clients’ annual budget process.• Tapped for Customer Success Advisory Council as voice-of-customer liaison with executive leadership to shape overall product and business strategy.• Position as trusted advisor, working with customers on strategic planning to drive business success and improve security posture.

Education

• Weber State University

  BA, Business-Marketing, Spanish

• Brigham Young University

  MBA, Marketing/Strategy

Skills

• Client Success Management
• Web Analytics
• Advertising
• Global Client Management
• Customer Retention
• SEO
• Crm
• Client Liaison
• Client Presentation
• Budgets
• Key Client Relationships
• Business Development
• Digital Marketing
• Budgeting
• Key Account Management
• Sem
• Market Research
• Client Success
• Sales
• Email Marketing
• Spanish
• Social Media
• Data Analysis
• Strategy
• Salesforce.com
• Leadership
• Financial Analysis
• Online Advertising
• Analytics
• Business Strategy
• Marketing Strategy
• Customer Relationship Management (Crm)
• Client Relations
• Search Engine Optimization (SEO)
• Account Management
• Social Media Marketing
• Microsoft Excel
• Project Management
• Product Management
• Competitive Analysis